Institutional Fund
Cardinal Strategic Wealth Guidance
Louisville, KYCIK 18019895 filings on record
Portfolio Value
$379.20M
Q1 2026
Holdings
63
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-0.9%
from $382.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr23.2%
- Ishares Tr13.9%
- Ishares Tr7.9%
- Ishares Inc7.0%
- Ishares Tr6.4%
- Ishares Tr5.6%
- Other35.9%
Portfolio Holdings
63 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 134.7K | $88.01M | 23.2% | +3.6K | Added |
| 2 | Ishares Tr | 339.2K | $52.62M | 13.9% | +4.7K | Added |
| 3 | Ishares Tr | 155.8K | $29.88M | 7.9% | −3.7K | Reduced |
| 4 | Ishares Inc | 339.0K | $26.66M | 7.0% | +255 | Added |
| 5 | Ishares Tr | 328.6K | $24.43M | 6.4% | −1.3K | Reduced |
| 6 | Ishares Tr | 67.2K | $21.39M | 5.6% | +2.2K | Added |
| 7 | Spdr Series Trust | 338.3K | $19.14M | 5.0% | +15.9K | Added |
| 8 | Ishares Tr | 177.4K | $18.84M | 5.0% | −4.9K | Reduced |
| 9 | World Gold Tr | 134.2K | $12.44M | 3.3% | +962 | Added |
| 10 | Ishares Tr | 106.7K | $11.88M | 3.1% | −1.1K | Reduced |
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